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STERLING MANAGED ACCOUNTS

STERLING MANAGED ACCOUNTS. Client presentation…. AGENDA What is a managed account? Why invest in a managed account? The Sterling Managed Account Service explained Advantages of investing into Sterling? What do I do to invest into Sterling?. What is a Managed Account?.

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STERLING MANAGED ACCOUNTS

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  1. STERLING MANAGED ACCOUNTS Client presentation…

  2. AGENDA • What is a managed account? • Why invest in a managed account? • The Sterling Managed Account Service explained • Advantages of investing into Sterling? • What do I do to invest into Sterling?

  3. What is a Managed Account? A portfolio of securities that is owned by you but managed by a professional Investment Manager on your behalf in accordance with a specific investment strategy

  4. Why Invest In A Managed Account? • Free up time Rid yourself of all the paperwork associated with looking after your own shares, and spend more time with family, travelling or perfecting your golf game! • Professional Management With all their research and human resource capacity, leave the stock buying and selling and everything in between with the professional Investment Managers available in Sterling– selected by an expert Investment Committee

  5. Why Invest In A Managed Account? • Building a better relationship With investment management and investment administration outsourced to specialised entities, your adviser can spend quality time on the more important components to your financial being • Peace of mind! Know that the managed account you have invested in is continuously monitored and maintained by professional investment managers. You own the shares and they do all the hard work on your behalf!

  6. Why Invest In A Managed Account? • Financial landscape has changed With the Global Financial Crisis still in our midst, a need to provide you with a proactively managed solution has been sought and found

  7. The Sterling Managed Account Service? • Who does it suit? - Individuals - Self Managed Super Funds - Companies - Partnerships - Trusts - Pension clients

  8. The Sterling Managed Account Service? • The Custodian - An organisation that safeguards and maintains assets on behalf of other people. Unlike a trustee which “owns” the assets, a custodian is solely responsible for holding assets on behalf of clients - HSBC Custody Nominees (Australia) Pty Ltd appointed as Custodian

  9. The Sterling Managed Account Service? • The Custodian (about HSBC) - One of the largest global custodians in the world - Multi award winning custodian (won a total of seven Best Sub- Custodian country awards at the Asset Triple A Transaction Banking Awards. - HSBC’s Sub-Custody and Clearing business operates in 39 markets in Asia Pacific, Middle East, Europe and Latin America. - Largest cross-border sub-custodian in the world

  10. The Sterling Managed Account Service? • The Investment Administrator - Investment Administration Services (IAS) Pty Ltd - Leading expert in building Managed Account Services in Australia - Provide all the portfolio administration and reporting and maintenance of the Sterling Web Desktop - In operation since 2005 and currently administer on $700M of client accounts

  11. The Sterling Managed Account Service? • The Investment Managers - Selected by an expert Investment Committee - Continuously monitored by the Investment Committee - Leaders in their field - Day to Day decisions delegated to them

  12. The Advantages of the Sterling Managed Account Service? • Transparency - View all the underlying securities that you own and are managed on your behalf online - Monitor the transactions that are applied against your managed account

  13. The Advantages of the Sterling Managed Account Service? • Easy Online Access - Secure website to view your account details from anywhere in the world; 24 hours/7 days a week • Ownership - You retain ownership of all the underlying securities

  14. The Advantages of the Sterling Managed Account Service? • Tax Management - Receive the full benefit of all dividends and franking credits - Select the best tax method with your adviser • Eliminate Paperwork - The Investment Manager makes all the necessary portfolio changes

  15. Report Examples

  16. Report Examples • Portfolio Summary Report

  17. Report Examples • Unrealised Gains Report

  18. Report Examples • Portfolio Valuation Report

  19. How Do I Invest Into The Sterling Managed Account Service? • Speak to your Financial Adviser and find that it suits your requirements • Weigh up your options • Read the necessary documentation • Sign off on the Statement of Advice (SoA) that your financial adviser will prepare for you • Let the journey begin….!

  20. DISCLAIMER This information is unsolicited general information for investors. None of the information contained herein is to be taken as personal financial product advice. In preparing this information, Investment Administration Services Pty Ltd has not taken into account any individual investor’s objectives, tax and financial situation or particular needs. Before making any decision based on the information herein, investors should consider the appropriateness of any investment vehicle relevant to their own personal objectives, financial situation and needs. Investors should seek professional advice and read all relevant Disclosure Statements and/or other relevant documents before investing.

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